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About

Caddi is an AI-powered back-office automation platform that discovers repetitive work across the tools your team already uses and automates it. Discovery reads activity from connected systems with read-only access, identifies processes that repeatedly happen by hand, ranks them by time saved and confidence, and shows which workflows are worth building. You teach Caddi the way you would teach a new hire: screenshare the job, narrate each step, explain the rules and edge cases, and refine the process through chat. It then builds a loop that can work across existing tools and integrations while flagging unusual cases for review. Deterministic code handles the work that needs to be exact, while AI is used where judgment is required, helping the same input follow the same path every time. Every run is logged and replayable, showing what the automation decided, why it made that decision, and which permission it used.

About

Caddie is an AI copilot for every call, built as a notetaker that speaks and sells. It joins sales calls, listens in real time, recalls the right fact from the team’s knowledge base, and answers live, so reps do not have to say “let me get back to you” when a prospect asks about pricing, integrations, recent numbers, product details, or anything else that should already be in the company’s materials. Caddie pulls docs, the website, pricing, and emails into a private knowledge base, then answers questions grounded only in that content, with no guessing. It is designed to know the numbers cold, sound like the best rep, and keep the conversation moving while the seller stays focused on the prospect. When a rep hesitates, Caddie can quietly supply the right fact, leading with “Just to add—,” and it only speaks when it genuinely adds value. It can also fact-check the call in real time, correcting misremembered numbers or prospect misunderstandings before they stick.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Operations teams, services firms, and business leaders in search of a tool to discover and automate repetitive back-office workflows across their existing software tools

Audience

Sales professionals that need real-time AI assistance during calls to retrieve company knowledge and answer prospect questions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$250 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Caddi
Founded: 2024
United States
www.trycaddi.com

Company Information

Caddie
United States
heycaddie.live/

Alternatives

Alternatives

Caddie

Caddie

Caddie Limited
Caddie

Caddie

Caddie Limited
CADDIE

CADDIE

Odin Vision
CADDIE

CADDIE

Odin Vision
CADdy++

CADdy++

DataSolid

Categories

Categories

Integrations

Zoom
Box
Charles Schwab
Dropbox
Fidelity
Gmail
Google Calendar
Google Cloud Platform
Google Drive
HubSpot CRM
Intapp DealCloud
Microsoft Copilot
Microsoft Teams
Notion
Salesforce
Slack

Integrations

Zoom
Box
Charles Schwab
Dropbox
Fidelity
Gmail
Google Calendar
Google Cloud Platform
Google Drive
HubSpot CRM
Intapp DealCloud
Microsoft Copilot
Microsoft Teams
Notion
Salesforce
Slack
Claim Caddi and update features and information
Claim Caddi and update features and information
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